Profit Sharing · DOL Form 5500 · 2023
Golub Corporation Profit Sharing Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 6,678
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $15,440
- Avg per participant Low balance/head
Official DOL plan name: Golub Corporation Profit Sharing Plan · Sponsored by Golub Corporation · New York · Retail Trade
$103M in assets, 6,678 participants
Golub Corporation's Golub Corporation Profit Sharing Plan reported $103M in total assets and 6,678 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #8,010 in Retail Trade (8,414 peers)
Coverage in New York
Golub Corporation Profit Sharing Plan covers 6,678 participants in New York, 8.4x the typical New York plan (state average ~798 per filing). Assets: $103M.
- #8,010
- in Retail Trade (8,414 peers)
- -53.6%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $119M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Golub Corporation Profit Sharing Plan's outsized position by total assets
Golub Corporation Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$103,107,331 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Golub Corporation Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Golub Corporation Profit Sharing Plan lands in the large band (6,678 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Golub Corporation Profit Sharing Plan reported net income fell from -$2M in the plan year 2022 filing to -$119M in the plan year 2023 filing.
- Golub Corporation Profit Sharing Plan end-of-year assets fell from $222M in the plan year 2022 filing to $103M in the plan year 2023 filing.
- Golub Corporation Profit Sharing Plan reported participants fell from 7,834 in the plan year 2022 filing to 6,678 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 140724820 · Golub Corporation PY 2023 · Profit Sharing
Golub Corporation Profit Sharing Plan · $103M · 6,678 · 91st
- EOY $103M
- 5500 6,678
- ASSETS 91st
- PCT Profit Sharing
- EIN near Annuity Plan IBEW Local 96
- RANK ind #8010
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in New York →
Golub Corporation Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $222M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | -$119M |
| Employer EIN | 140724820 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Golub Corporation)
Sponsor-wide plan assets over time
All Golub Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $480M 20.157031544522088% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 29,974 | $602M |
| 2023 | 3 | 14,681 | $489M |
| 2024 | 3 | 11,690 | $480M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Scale composition for Golub Corporation Profit Sharing Plan
Golub Corporation Profit Sharing Plan reports $103M in end-of-year assets across 6,678 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $15,440 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was -$119M.
This plan identity (EIN 140724820, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $222M to $99M (-55.7%) while covered participants moved from 7,834 to 5,144 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,834 | $222M | Open filing |
| 2023 | 6,678 | $103M | This page |
| 2024 · index core | 5,144 | $99M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Golub Corporation Employees Retirement Plan (Defined Benefit (Pension), $366M, 6,531 participants)
- Golub Corporation Profit Sharing Plan (Profit Sharing, $99M, 5,144 participants)
Golub Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Annuity Plan IBEW Local 96 in CT ($103M); by covered participants it is Consolidated Defined Contribution Plan of Hackensack Meridian Health in NJ (6,826 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- Annuity Plan IBEW Local 96 (CT) $103M · 694
- Schiff Hardin LLP Professional Retirement Plan I (DC) $103M · 209
- Int Brotherhood of Electrical Workers Local 141 Profit Sharing Plan (WV) $104M · 225
- World Resources Institute Pension Plan (DC) $102M · 608
Similar participant headcount
Nearest other-state filings by covered participants (6,678 participants); asset peers above are excluded.
- Consolidated Defined Contribution Plan of Hackensack Meridian Health (NJ) 6,826 · 148 off
- Cooper Health System, Inc. Defined Contribution Retirement Plan (NJ) 6,491 · 187 off
- Northern Illinois Annuity Fund (WA) 6,943 · 265 off
- University of Maryland Medical System 401(a) Defined Contribution Plan (MD) 6,953 · 275 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.